Invesco Managed Accounts, LLC
● SEC registered since 2003CRD 154461SEC# 801-61716Seattle, WA
Reg. AUM
$31.28B
Employees
68
Accounts
17,443
Location
Seattle, WA
Invesco Managed Accounts, LLC assets under management
Invesco Managed Accounts, LLC is an investment advisory firm registered with the SEC based in Seattle, WA. The firm has been registered since 2003. It reports $31.3 billion in regulatory assets under management and employs 68 people.
Invesco Managed Accounts, LLC owners & executives
17 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Amy Lynn Nazimiec Control | Chief Compliance Officer And Senior Vice President | Under 5% | 2021 |
| Edward Bernhardt Control | Head Of Smas And Senior Vice President | Under 5% | 2019 |
| Greg Ketron Control | Treasurer | Under 5% | 2022 |
| Jordan Elyse Mixsell Control | Chief Operating Officer | Under 5% | 2024 |
| Laura Allison Dukes Control | Chief Executive Officer | Under 5% | 2020 |
| Mark William Gregson Control | Chief Financial Officer | Under 5% | 2022 |
| Nataliya Fomenko Control | Head Of Sma Client Service And Vice President | Under 5% | 2026 |
| Snw Asset Management Corporation Control | Sole Shareholder | Over 75% | 2013 |
| Tim Michael Benzel Control | Head Of Fixed Income Smas And Vice President | Under 5% | 2020 |
| Tony Lik Wong Control | President | Under 5% | 2023 |
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Join to unlock · $37/moFrequently asked questions
How much does Invesco Managed Accounts, LLC manage?
Invesco Managed Accounts, LLC reports $31.3 billion in regulatory assets under management on its Form ADV.
How many employees does Invesco Managed Accounts, LLC have?
Invesco Managed Accounts, LLC reports 68 employees.
Where is Invesco Managed Accounts, LLC located?
Invesco Managed Accounts, LLC is based in Seattle, WA and has been SEC-registered since 2003.
Does Invesco Managed Accounts, LLC disclose fund performance?
Invesco Managed Accounts, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 1700 Seventh Ave, Suite 1130, Seattle, WA 98101 |
| Phone | 1-866-769-2773 |
| Fax | 206-343-2117 |
| Office hours | 8:00a.m.-5:00p.m. |
| SEC region | San Francisco Regional Office (SFRO) |
| Discloses disciplinary history | Yes |
Regulatory AUM
$31.28B▲ 27%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 4%
Larger than 96% of 16,271 advisers
EmployeesTop 9%
More than 91% of 16,825 advisers
Assets under management
$31.28Bregulatory AUM
Discretionary $31.23BNon-discretionary $42.8M